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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,293 hedge funds and large institutions have $47.9B invested in Vanguard Dividend Appreciation ETF in 2024 Q4 according to their latest regulatory filings, with 310 funds opening new positions, 898 increasing their positions, 743 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,293
Holders Change
+204
Holders Change %
+9.77%
% of All Funds
30.52%
Holding in Top 10
277
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+13.52%
% of All Funds
3.69%
New
310
Increased
898
Reduced
743
Closed
63
Calls
$118M
Puts
$38.7M
Net Calls
+$79.7M
Net Calls Change
+$46.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$706M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$430M
3
Prudential Financial
Prudential Financial
New Jersey
+$310M
4
Wells Fargo
Wells Fargo
California
+$163M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$80.4M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
-$106M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$60.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$47.9M
4
MFIM
Mesirow Financial Investment Management
Illinois
-$33.2M
5
KAS
Kestra Advisory Services
Texas
-$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
351
Merit Financial Group
Georgia
$10.9M -$331K -1,690 -3%
TWC
352
TD Waterhouse Canada
Ontario, Canada
$10.9M +$724K +3,696 +7%
SFS
353
Security Financial Services
Indiana
$10.8M -$325K -1,660 -3%
CIA
354
Capital Investment Advisors
Georgia
$10.8M +$295K +1,504 +3%
AQR Capital Management
355
AQR Capital Management
Connecticut
$10.7M +$5.12M +26,165 +92%
GWM
356
Global Wealth Management
New Jersey
$10.7M +$35.6K +182 +0.3%
SB
357
Strategic Blueprint
Georgia
$10.6M +$457K +2,334 +5%
EWM
358
Evergreen Wealth Management
Michigan
$10.6M -$91.6K -468 -0.9%
SCA
359
Sandy Cove Advisors
Massachusetts
$10.5M +$222K +1,135 +2%
WLIM
360
White Lighthouse Investment Management
Massachusetts
$10.5M -$514K -2,624 -5%
SWA
361
Stratos Wealth Advisors
Ohio
$10.5M -$866K -4,420 -8%
PWM
362
Peterson Wealth Management
Nevada
$10.4M +$740K +3,777 +8%
MWM
363
Mascoma Wealth Management
New Hampshire
$10.4M -$247K -1,263 -2%
BFO
364
Boston Family Office
Massachusetts
$10.4M +$614K +3,137 +6%
FAIM
365
Financial Advocates Investment Management
Washington
$10.4M +$2.1M +10,706 +25%
WA1
366
Wimmer Associates 1
California
$10.4M -$181K -924 -2%
IA
367
IFP Advisors
Florida
$10.4M +$54.1K +276 +0.5%
SCM
368
Sebold Capital Management
Illinois
$10.4M -$121K -619 -1%
ICMP
369
Integrated Capital Management (Pennsylvania)
Pennsylvania
$10.4M -$107K -545 -1%
TNB
370
Thomasville National Bank
Georgia
$10.3M +$85K +434 +0.8%
VM
371
VPR Management
Texas
$10.3M -$15M -76,800 -59%
CPWA
372
Cerro Pacific Wealth Advisors
California
$10.3M -$406K -2,050 -4%
RWA
373
Rooted Wealth Advisors
Illinois
$10.2M +$1.12M +5,760 +12%
BIA
374
Bigelow Investment Advisors
Maine
$10.2M +$115K +588 +1%
CAG
375
Crestwood Advisors Group
Massachusetts
$10.2M -$22.5K -115 -0.2%
13 14
15
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